Amy Wittenauer Email & Phone Number

Indianapolis, Indiana Area

Equities First Holdings is recognized around the world as an efficient, alternative source of capital for individual investors and businesses via stock and crypto-based loans.As a pioneer in this type of lending, Equities First has developed significant advantages over conventional margin loans that make it a strong choice for a variety of.

Indianapolis, Indiana Area

• Main point of client contact from contract to closing, including articulation of loan process, tracking and communicating status of the loan to clients in a professional, timely, and consistent manner for one of the.
• Met with clients and reviewed all loan disclosures for signature while clearly indicating the next steps.
• Evaluated income documentation to determine acceptable risk of an applicant in preparation to submit loan to the Underwriter
• Completed order-outs for appraisals, mortgage insurance, tax transcripts, credit supplements, SSN verifications, property tax bills and address verifications.
• Input and verified all applicable fees for origination, title, escrow, interest, government recording, transfer taxes, rebates and premiums based on pricing, etc.
• Ensured that the validation of AUS information was accurate and finalized credit risk decision within engine

Indianapolis, Indiana Area

• Responsible for all client services and office operations for 3 top-producing Financial Advisors including opening new accounts, servicing existing accounts, cashiering, research, due diligence and trade executions..
• Assisted in creating, developing, and executing short- and long-term financial strategies customized to meet client needs in a profit-driven, customer-focused environment
• Coordinated communication between the Financial Advisors and various internal departments such as Marketing and Operations
• Collected macro-economic and market data for weekly and monthly client newsletters
• Adhered to compliance standards in maintaining order tickets and blotters, client files, correspondence and confidentiality in accordance with FINRA and SEC guidelines and requirements
• Scheduled Wholesaler presentations, maintained calendars, etc.

Denver, CO

• Responsible for all client services and office operations for a top-producing Wealth Manager, including opening new accounts, servicing existing accounts, cashiering, research, due diligence and trade executions
• Assisted in creating, developing, and executing short- and long-term financial strategies customized to meet client needs in a profit-driven, customer-focused environment
• Assisted in growing the wealth management practice from $25 million AUM to $45 million AUM and annual GDC from $500,000 to $900,000 in addition to converting over half the book of business from commission to fee-based.
• Coordinated communication and assisted in building rapport between Wealth Management and various internal departments such as Marketing and Operations.
• CRM system maintenance, including inbound/outbound calls, updating contacts and tracking prospects
• Adhered to compliance standards in maintaining order tickets and blotters, customer account files and client correspondence in accordance with FINRA and SEC requirements and guidelines

Denver, CO

• Managed client contact upon loan approval, including articulation of loan process, tracking and communicating status of the loan to clients and company personnel in a professional, timely and consistent manner for 4 of.
• Successfully managed a high-volume workload within a deadline-driven environment by consistently meeting performance benchmarks in speed, accuracy and volume. Closed an average of 60 FHA, VA and Sub-prime loans per.
• Diligently worked to build relationships through dedication to customer service and impeccable follow-thru and support to establish a long-term, loyal client base
• Inside sales - negotiated directly with existing brokers to send us additional business- this included pricing and rate quotes, qualification parameters, required documentation and turn times- which led to being part.
• Gathered, compiled and analyzed data including credit reports/supplements, income documentation, purchase contracts, lease agreements and appraisals to make sure they fit program guidelines
• Tackled conflict resolution in dealing with existing clients through the use of tact and diplomacy

• Created and presented engaging lesson plans complete with initiating, developmental and closing activities for Civics, US History, Pre-Law, Health and Current Events
• Identified the needs of individual students in their classes and worked to help each child develop and live up to their full potential for intellectual, emotional, psychological and social growth
• Developed, administered and evaluated challenging assignments and progress tests
• Committee chairperson for a new school-wide grading system
• Participated in professional development opportunities and applied the concepts to classroom and school activities
• Volleyball and softball coach